-45.5%
MSTR vs MCHP
+14.8%
-60.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.0% | -1.9% | +0.1% |
| 7D | -14.2% | -17.5% | +3.4% | -8.4% |
| 30D | -19.9% | -15.8% | -4.0% | -15.0% |
| 3M | +27.3% | -22.9% | +50.2% | +38.2% |
| 6M | -37.6% | -36.6% | -1.0% | -29.6% |
| YTD | -19.5% | -0.8% | -18.6% | -22.2% |
| All | -45.5% | +14.8% | -60.3% | -51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MCHP.
Daily Out/Under-Performance
Portfolio return minus MCHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCHP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded MCHP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling